SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$864M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.7M
3
+$5.47M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.74M
5
NOW icon
ServiceNow
NOW
+$4.43M

Top Sells

1
+$42.4M
2
+$9.25M
3
+$5.17M
4
LAZ icon
Lazard
LAZ
+$4.73M
5
DOX icon
Amdocs
DOX
+$4.39M

Sector Composition

1 Technology 5.05%
2 Financials 3.55%
3 Healthcare 3.13%
4 Consumer Discretionary 2.71%
5 Industrials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$665K 0.08%
8,877
-202
127
$645K 0.07%
14,265
+248
128
$641K 0.07%
4,899
+39
129
$625K 0.07%
9,326
+78
130
$611K 0.07%
5,226
+1,127
131
$602K 0.07%
1,769
132
$586K 0.07%
12,385
-1,265
133
$569K 0.07%
4,037
-102
134
$561K 0.06%
3,641
135
$558K 0.06%
12,119
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136
$556K 0.06%
4,208
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137
$555K 0.06%
6,009
+335
138
$555K 0.06%
12,780
-100
139
$555K 0.06%
6,444
-50
140
$550K 0.06%
4,197
141
$544K 0.06%
+3,387
142
$532K 0.06%
13,613
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143
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-138
144
$512K 0.06%
9,005
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145
$502K 0.06%
6,722
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146
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5,719
-185
147
$487K 0.06%
2,175
148
$485K 0.06%
40,690
+3,002
149
$484K 0.06%
10,239
+680
150
$465K 0.05%
1,774
-83
4 5
6
7 8